Qui utilise PandaDoc ?

PandaDoc dessert des entreprises, des PME aux grandes entreprises. Des toiletteurs pour chiens à Panasonic, ils peuvent aider presque toutes les entreprises à rationaliser leurs processus de devis et de documentation.

Description de PandaDoc

PandaDoc est une plateforme orientée vers les ventes qui aide les plus grandes entreprises du monde (Fortune 500) à opérer leurs ventes dans un environnement mondial. En utilisant PandaDoc, votre équipe peut facilement créer un pipeline, suivre les opportunités de ventes ouvertes, élargir votre clientèle et bien plus encore. Quelques minutes après votre inscription, vous pouvez utiliser toute la puissance de PandaDoc directement dans votre CRM. La plateforme est prête à s'intégrer à toutes les principales plateformes de CRM. Aidez votre équipe commerciale à maximiser la productivité avec PandaDoc.

Informations sur PandaDoc

PandaDoc

http://www.pandadoc.com

Fondé en 2013

Prix de PandaDoc

PandaDoc est disponible en version gratuite et propose un essai gratuit. La version payante de PandaDoc est disponible à partir de 9,00 $US/mois.

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À partir de

9,00 $US/mois
Consulter les tarifs

Version gratuite

Oui

Essai gratuit

Déploiement

Cloud, SaaS, web

Mobile (iOS natif)

Mobile (Android natif)

Formation

Formation présentielle

Formation en ligne en direct

Webinaires

Documentation

Ressources d'aide

Service de support permanent (réponse directe)

Support en horaire de bureau

En ligne

PandaDoc - Fonctionnalités

  • Base de données de clients
  • Gestion des appels
  • Gestion des campagnes
  • Gestion des canaux
  • Gestion des commissions
  • Gestion des contacts
  • Gestion des contrats
  • Gestion des leads
  • Gestion des opportunités
  • Gestion des ventes sur le terrain
  • Gestion du territoire
  • Génération d'offres
  • Mesure des performances
  • Prévision des ventes
  • Suivi des références
  • e-mail marketing

Logiciels de SFA (Sales Force Automation) : afficher la liste complète

PandaDoc - Logiciels similaires

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Avis sur PandaDoc

Read all reviews

Overall rating

4,5/5

Average score

Facilité d'utilisation 4,3
Service client 4,4
Fonctionnalités 4,2
Rapport qualité-prix 4,2

Review software

Share your experiences with other software buyers.

Écrivez votre avis !
Jesus P.
CEO/President
Marketing et publicité, Auto-entrepreneur
Temps d'utilisation du produit: 6 à 12 mois
  • Note globale
    5 /5
  • Facilité d'utilisation
    5 /5
  • Fonctionnalités
    5 /5
  • Support client
    Sans note
  • Rapport qualité-prix
    5 /5
  • Probabilité de recommander le produit
    10/10
  • Source de l'avis 
  • Publié le 18/10/2020

"Jumping From RightSignature to PandaDocs"

Commentaires: We were previously paying RighSignature somewhere around $600/yr to essentially send around 4 documents per month via API to Podio. I took a deep breath and looked at that renewal cost during a pandemic and decided to look for options. It boiled down to SignNow or PandaDoc. When I saw PandaDocs free tier, I made the jump and haven't looked back. We did lose the automation functionality in the process, but the $600/yr savings makes up for it. We simply uploaded the NDA and Agreements we use and we "duplicate" them when we need to send a new one. The process takes 3 minutes at the most to setup, send and sign. If you're a small business getting started and need free e-Signing, PandaDoc is a winner.

Avantages: They provide a free tier for smaller companies to fulfill their e-signing requirements. If that wasn't enough, their free tier does not have any major, missing components that would cripple the software. It just works beautifully at the wonderful cost of "zero".

Inconvénients: I'm not in a place to complain when I'm using e-Signature software for free. However, it would be really, really nice if they could provide some limited API or Zapier functionality with the free tier. I don't expect that to happen, but it would be lovely if they did it.

  • Source de l'avis 
  • Publié le 18/10/2020
Utilisateur vérifié
Owner & Principal Consultant
Marketing et publicité, Auto-entrepreneur
Temps d'utilisation du produit: 6 à 12 mois
  • Note globale
    4 /5
  • Facilité d'utilisation
    4 /5
  • Fonctionnalités
    4 /5
  • Support client
    4 /5
  • Rapport qualité-prix
    4 /5
  • Probabilité de recommander le produit
    7/10
  • Source de l'avis 
  • Publié le 15/08/2019

"After six months of using Pandadoc"

Commentaires: I use Pandadoc for proposals and contract agreements for my Marketing consulting business. It allows clients to sign electronically and it notifies me when they have viewed the proposal which helps me track how engaged they are.

Avantages: I like that Pandadoc notifies me when prospects view my proposals and it allows them to easily sign electronically without scanning and printing. I like that it gives me the ability to propose a pick list for clients and they can select which package or which services and it will automatically total them.

Inconvénients: I can't clone whole pages, just content chunks. And I can't move entire pages, just content chunks. This is annoying. I find that a bit clunky. I also have not liked the visual aspect as much as designing on my own, and it hasn't let me compose in Landscape mode, so I have instead been designing my own proposal slides in InDesign and then when the client is ready to sign I just copy/paste them as images into an agreement. This is creating some double work for me, which is annoying and part of the reason I wanted a software in the first place was to minimize time spent on proposals.

  • Source de l'avis 
  • Publié le 15/08/2019
Ted B.
President
Gestion de l'enseignement, 11-50 employés
Temps d'utilisation du produit: 1 à 5 mois
  • Note globale
    2 /5
  • Facilité d'utilisation
    1 /5
  • Fonctionnalités
    1 /5
  • Support client
    3 /5
  • Rapport qualité-prix
    2 /5
  • Probabilité de recommander le produit
    0/10
  • Source de l'avis 
  • Publié le 11/08/2016

"Has some big shortcomings"

Commentaires: I had high hopes for this software and am leaving exceptionally dissatisfied. Normally I wouldn't write a bad review, but this is more of a warning to others so they don't get surprised like I did.

Avantages: Cool name.

Inconvénients: #1. No text wrapping in fields. If you put a field on a form and someone types past the end of the field, it does not wrap text. It also does not tell them they hit the character limit. So what happens? Anything extra is lost with no way to retrieve it. Quote from support "Unfortunately this is a known issue. At this time there is no way to retrieve any information in these situations. " Yes, in 2016, a software company creating fillable fields is not capable of wrapping text or telling a user they are at the limit. #2 No batch sending. Want to send the same document to 20 people to complete individually? You have to manually add all 20 contacts, then manually send each one of them an individual form that requires an 8 step process. That's 160 steps to send 20 people the exact same form. #3 No way to identify required fields. Creating a doc with lots of fields with a mix of required and not required? There is no way to differentiate them visually. To check your work you must click on each field and see if the box is checked for it to be required. Nightmare of epic proportions.

Réponse de l'éditeur

envoyé par PandaDoc le 30/03/2020

Hi there!

I realize this response is long overdue, so first and foremost thank you for your honest feedback. Although this is our first public response, I can assure you that our team took your comments into account.

The truth is that we are not the company or the product that you once knew.

Since 2016, we have introduced a brand new editor built on user feedback like yours, equipped with overall better performance as well as features that you mentioned such as bulk send and required fields.

If you're still in the market for document automation software, drop us a line and our team would be happy to show you Editor 2.0.

We hope to have the opportunity to work with you again, and I sincerely apologize for your previous experience with us.

  • Source de l'avis 
  • Publié le 11/08/2016
Serena G.
Administrative Specialist III
Gestion d'organisme à but non lucratif, 11-50 employés
Temps d'utilisation du produit: 6 à 12 mois
  • Note globale
    5 /5
  • Facilité d'utilisation
    5 /5
  • Fonctionnalités
    5 /5
  • Support client
    5 /5
  • Rapport qualité-prix
    5 /5
  • Probabilité de recommander le produit
    10/10
  • Source de l'avis 
  • Publié le 21/09/2020

"PandaDoc is a Good Alternative"

Commentaires: PandaDoc is simple to use with an easy learning curve. If you've ever used e-signature software before, it should be easy to switch to PandaDoc.

Avantages: The pricing was excellent and it had most all the features we were looking for. The support is real time and very helpful.

Inconvénients: One of the features we had selected didn't make it to our system.

  • Source de l'avis 
  • Publié le 21/09/2020
Wilber C.
Owner
Marketing et publicité, 2-10 employés
Temps d'utilisation du produit: plus de deux ans
  • Note globale
    5 /5
  • Facilité d'utilisation
    5 /5
  • Fonctionnalités
    5 /5
  • Support client
    5 /5
  • Rapport qualité-prix
    5 /5
  • Probabilité de recommander le produit
    10/10
  • Source de l'avis 
  • Publié le 08/05/2020

"My Only and Go to Proposal Platform"

Commentaires: I have been using PandaDoc for more than 3 years and I haven't been able to find anything like it.

Avantages: What I love about this platform is the functionality and how it allows you to charge your client. It makes it very easy for your client to sign and pay right there and there.

Inconvénients: I don't like the fact that you have to send reminders, manually.

  • Source de l'avis 
  • Publié le 08/05/2020